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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,548 | $67,823-75.6% | $52,425-68.4% | $137,256-87.9% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 19.17% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,453 | $1,163+368.8% | $914+496.4% | $4,156+31.2% |
| Participant deferral / active EE | $13,089 | $2,288+472.1% | $1,790+631.1% | $6,407+104.3% |
| Admin fee / account holder | $435 | $2,844-84.7% | $2,495-82.6% | $12,270-96.5% |